Wealth Investment Associate — CFA Track
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Analyst
Cerit y Partners in Chicago seeks a dedicated Investment Associate to support three to four wealth management partners. This entry-level career track role offers a 3–5 year arc to become a trusted investment resource while pursuing the CFA designation.
Expect significant hands-on portfolio support and collaboration with senior teams to enhance client service. The role emphasizes modeling, compliance monitoring, trade processing, and building client-ready analyses for advisor meetings.
We are seeking a motivated Wealth Investment Associate — CFA Track to join Cerity Partners Management LLC in Chicago, IL, United States.
Join Cerity Partners Management LLC and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Investment Associate — CFA Track role at Cerity Partners Management LLC, based in Chicago, IL, United States.
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